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Release Updates

Updates on the latest PYB Releases

Direct Mention Emails and Dashboard Changes : Released Today

Two feature updates today:

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🚀 New Release: The Plan Module Is Here

Your strategy deserves more than a document—it deserves a place where it comes to life. We’re excited to introduce the

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Firm Platform Enhancements Now Live

📧 Health & Value Assessment Email Reminders Automatically remind business owners to complete their Health & Value Assessment.🎥 Video Tutorial

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Feature Release: Notifications, Dashboards, Portfolio Table Layouts and more..

A new feature release dropped this morning with some exciting new upgrades. Release: All Users Firms:

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Goals & Scorecards and more: Feature Release

Check out the new features that were released today: Goals And Scorecards QuickBooks Integration Other Features

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Tags: Ability to Color Code and Organize Resources and Initiatives

Propel’s latest feature release, Tags, enables users to create a color-coded organizational system for their Resources and Initiatives. Tutorial Here

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